STOP GUESSING.
START PLANNING.

Specialized tax strategy for Medical & Dental Practices. We help independent doctors keep more of what they earn through proactive S-Corp planning.

Try AI Assessment View Case Study

Our Proven Approach

Cultivate Partnership

We seek to understand your specific goals during onboarding and ongoing consultation to create optimized tax and accounting outcomes.

Execute Professionally

We navigate your tax and accounting complexities, delivering knowledgeable advice, detail-oriented reporting, and timely filings.

Instill Trust

You proceed confidently, assured that your tax and accounting needs are expertly handled. Trust is the cornerstone of our exceptional client retention rate.

How We Can Help.

Comprehensive financial solutions tailored for medical professionals, dental practices, and healthcare business owners.

Tax Planning

Tax Planning Services

Trust our expert tax accountants to streamline your financial strategy through meticulous tax planning and proactive S-Corp salary optimization.

Tax Planning >
Tax Prep

Tax Preparation Services

Our approach ensures accuracy and compliance, maximizes deductions like Section 179, and ensures your filings are strategically advantageous.

Tax Preparation >
Bookkeeping

Bookkeeping Services

Navigating the financial intricacies of accurate bookkeeping can be challenging. We manage your books on QuickBooks Online so you can focus on patients.

Bookkeeping >
Payroll

Payroll & Retirement

Optimizing payroll and retirement plans is critical. We balance employee benefits with owner-focused Profit Sharing and Cash Balance plans.

Payroll & Retirement >
Estate Planning

Estate & Trust Planning

Elevate your financial legacy with specialized estate and trust tax planning services that go beyond conventional offerings to minimize tax liabilities.

Estate & Trust >
Business Formation

Business Formation

Enlist our expert guidance on structuring your business entity (LLC vs S-Corp) to achieve optimal financial and tax outcomes from Day 1.

Business Formation >
Beta Feature

Instant Tax Strategy Assessment

Not ready to call yet? Use our AI-powered tool to get a preliminary tax strategy analysis. Simply describe your current practice situation, and our AI will suggest 3 potential areas for savings.

Inputs are processed securely and not stored.

Real Results

WE DON'T JUST FILE.
WE FIND MONEY.

Most practice owners overpay by $20k–$50k annually simply because their current CPA is reactive. We recently helped a local Bergen County practice capture significant savings.

Total First-Year Savings: $58,000

Client Snapshot: "Dr. Kim"

S-Corp Salary Fix~$15,000
Retirement Optimization~$25,000
Self-Rental (QBI)~$8,000
Family Payroll~$5,000
TOTAL$58,000

MEET YOUR PARTNER

Jun Han, CPA

Jun Han, CPA

Founder & Lead Advisor

I founded SummitPoint CPA Advisors with a simple mission: to provide independent dental and medical practices with the same level of sophisticated tax planning usually reserved for large corporations. I don't believe in being a "once-a-year" CPA. I partner with my clients year-round to ensure they maximize profitability, minimize tax liability, and build lasting wealth.

Get a Second Opinion

No cost. No obligation. Just the math.

Email Me Directly
Phone
(201) 555-0123
Email
junhan@summitpointcpa.com